The PFC Dead Box Template & Checklist

If you died tomorrow, would your family know where to find your bank accounts? Your 401(k)? The title to your car? What about that random crypto wallet or the $12/month subscription still charging your credit card? Most people think estate planning is just a will—but a will doesn't tell your spouse how to log into your mortgage account or what to do with your dog. That's where a dead box comes in. It's a single, organized place (physical or digital) that holds every piece of information your family will need to untangle your financial life without hiring a forensic accountant or guessing passwords for three months. This isn't morbid—it's one of the most loving, practical things you can do for the people you care about. Inside this template, you'll get the exact structure Jeremy Schneider uses for his own dead box: fillable sections that walk you through documenting your accounts, debts, assets, insurance policies, medical wishes, pet care instructions, and more. Each section includes clear usage notes so you know exactly what to include (and what to skip), plus a real filled-in example so you're never staring at a blank page wondering if you're doing it right. Jeremy retired at 36 by building simple, repeatable money systems—and this dead box template is no different. It's designed to take you from "I should probably organize this stuff someday" to "Done, and my family will actually thank me" in one focused session. Whether you keep it in a fireproof safe or a shared Google Drive, you'll have peace of mind knowing everything is in one place.